Katie Brown

About Katie Brown

I believe in family and hard work. These are the drivers that motivate me to serve my clients well. The way that I love my family and the time spent enjoying different experiences together is ultimately the same driving force that motivates many of my clients. I recognize that you have worked hard to get to retirement or that you are working hard now to build a life you love and a retirement on which you can depend. As your financial advisor, I don\'t take that lightly. It\'s an effort to be celebrated!My husband, Russell, and I have two young boys: Rhett and Cade. We were both raised right here in North Alabama by hard-working parents. My parents were very open with me about finances, and it cultivated an excitement for how to responsibly grow assets. At the age of 12, Russell lost his dad suddenly and unexpectedly. While it had a major impact on him growing up, it has also impacted me in the way I serve my clients. I partner my own experience and enthusiasm with my dedication to protecting your strategy. The life that Russell and I are building and enjoying with our boys is a tribute to strong financial advising and protection by those who raised us. I couldn\'t stop at implementing a strategy for my family alone, that is why I have dedicated my career to helping others strategy and protect what they have worked so hard to build.When we meet to put a strategy in place, I will take time to understand who and what drives you to work hard and plan. Tell me about your family! Share with me what experiences you enjoy! With a clear understanding of your goals and motivations, I will then help you put a strategy in place for you and your family. We will explore ways to help protect your strategy. Then I will be in touch with you often to ensure I am aware of any changes that may affect your strategy so that we can adjust as necessary. What may seem like a daunting task – planning for retirement – whether in preparation or the midst of retirement, I make every effort to involve you in a way that excites you about the work you have done and the work I will do for you.At Edward Jones, we\'re focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term goals. I look forward to meeting you!CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® (with plaque design) in the instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

1. Financial Advisor

   Edward Jones

   May 2020 — Present · Cullman, AL, US

Education

• The University of Alabama

  Master's Degree, Family Financial Planning

  2022 — 2024

• Auburn University

  B.S., Agricultural Business and Economics

  2006 — 2009